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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,278 hedge funds and large institutions have $13B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 344 increasing their positions, 422 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,278
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
18.59%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.84%
New
86
Increased
344
Reduced
422
Closed
81
Calls
$155M
Puts
$223M
Net Calls
-$67.6M
Net Calls Change
+$37M

Top Buyers

1
UFF
USA Financial Formulas
Michigan
$70.6M
2
MWM
Modern Wealth Management
Kansas
$40.8M
3
CM
Cercano Management
Washington
$45M
4
PRS
Pinkerton Retirement Specialists
Idaho
$34M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$614M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$181M
3
Citigroup
Citigroup
New York
$23.1M
4
Goldman Sachs
Goldman Sachs
New York
$261M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1201
Register Financial Advisors
Georgia
$53.1K +$2.68K +5 +5%
ICM
1202
Islay Capital Management
Texas
$52.4K – – –
CC
1203
Cypress Capital
Tennessee
$48.7K +$48.7K +91 New
AF
1204
Advisornet Financial
Minnesota
$48.2K – – –
FCT
1205
First Community Trust
Iowa
$48.2K – – –
MSG
1206
Main Street Group
Virginia
$47.7K – – –
SAM
1207
Smartleaf Asset Management
Massachusetts
$47K – – –
OP
1208
ORG Partners
Indiana
$45.9K +$45.9K +86 New
PCTC
1209
Perkins Coie Trust Company
Washington
$45.5K – – –
BG
1210
Bollard Group
Massachusetts
$43K – – –
WAS
1211
Winch Advisory Services
Wisconsin
$42.3K – – –
TFF
1212
The Family Firm
Maryland
$42.2K +$42.2K +79 New
TFA
1213
Toth Financial Advisory
Virginia
$39.6K – – –
TSMHT
1214
Thurston Springer Miller Herd & Titak
Indiana
$37.9K +$37.9K +70 New
GJWM
1215
Gilliland Jeter Wealth Management
Arkansas
$37.5K -$18.7K -35 -33%
S
1216
SignatureFD
Georgia
$33.8K – – –
CCM
1217
Chilton Capital Management
Texas
$32.6K -$437K -817 -93%
CB
1218
Chris Bulman
California
$30.5K +$30.5K +57 New
GTAM
1219
Global Trust Asset Management
Florida
$30K – – –
PSB
1220
Piscataqua Savings Bank
New Hampshire
$30K – – –
AWM
1221
AllSquare Wealth Management
New York
$30K +$26.8K +50 +833%
WB
1222
Webster Bank
Connecticut
$29.4K – – –
National Bank of Canada
1223
National Bank of Canada
Quebec, Canada
$28K -$1.06K -2 -4%
EA
1224
Evolution Advisers
Virginia
$28K – – –
RCM
1225
Richardson Capital Management
Wisconsin
$27.8K – – –
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